Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.22M Buy
13,284
+10,050
+311% +$3.19M 1.24% 22
2025
Q1
$838K Buy
+3,234
New +$838K 0.27% 64
2023
Q3
Sell
-4,586
Closed -$1.2M 136
2023
Q2
$1.2M Buy
4,586
+74
+2% +$19.4K 0.52% 28
2023
Q1
$940K Buy
+4,512
New +$940K 0.43% 37